Data & Visual Insights Analyst

Job Description Current work authorization for Canada is required for all openings. You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway. Company Overview At Fidelity Canada, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services

• and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best
• both personally and professionally. Business Overview Reporting to the Manager, Reporting and Analysis, the Data & Visual Insights Analyst supports the organization's reporting, analytics and business intelligence functions by gathering, organizing, analyzing and distributing insights that feed operational, financial and strategic decision-making. The role is responsible for maintaining recurring reports, designing dashboards, administering data feeds, monitoring data quality, performing foundational analyses, and assisting with reporting automation initiatives. The successful candidate will work closely with senior analysts and business leaders, develop technical expertise in reporting, SQL, data management, visualization, and business intelligence while helping stakeholders understand business performance through accurate and timely information. They will also be detail-oriented, intellectually curious professionals with a passion for data and continuous learning.They combine strong analytical thinking, technical aptitude, and business awareness to deliver accurate reporting and actionable insights. Through reliable report delivery, strong stakeholder support, and ongoing development of SQL, reporting, visualization, and analytical skills, they build the foundation for progression into senior analytics and business intelligence roles. How You’ll Make an Impact Reporting & Performance Monitoring
• Maintain and update daily, weekly, monthly, quarterly, and annual performance reports
• Produce recurring operational, financial, and management reporting packages
• Administer systematic reporting processes and ensure reports are delivered accurately and on schedule
• Monitor business performance metrics and identify notable trends and exceptions
• Assist with report enhancements and modifications based on stakeholder requirements
• Coordinate reporting activities and support reporting schedules across business areas Dashboard Development & Data Visualization
• Create and maintain dashboards, scorecards, and visual reports that communicate business performance
• Design basic visualizations using Excel, Power BI, Tableau, or similar tools
• Support senior analysts in dashboard development and reporting projects
• Prepare presentations and reporting materials that communicate analytical findings effectively
• Apply visualization best practices and standardized reporting formats Data Quality, Governance & Data Management
• Validate data accuracy, completeness, and consistency across multiple systems
• Maintain critical reporting tables, data repositories, and reporting datasets
• Document source tables, data definitions, business rules, and reporting processes
• Identify, investigate, and escalate data quality issues and reporting discrepancies
• Support data governance initiatives and maintain compliance with reporting standards
• Assist with the management of internal and third-party data feeds used for reporting and analysis Data Analysis & Insights
• Gather, organize, and analyze data from multiple sources
• Perform ad-hoc analyses to support business questions and decision-making
• Identify trends, patterns, anomalies, and opportunities for improvement
• Support senior analysts in evaluating operational and financial performance
• Provide meaningful business context and insights alongside analytical outputs
• Assist with performance measurement and KPI reporting initiatives Data Retrieval
• Write and maintain basic queries to retrieve and validate data using the appropriate tool/scripting language for the task
• Extract data for dashboards, reports, and analytical projects.
• Learn relational database concepts, reporting structures, and data models.
• Support reporting automation and data optimization initiatives.
• Assist with maintaining reporting datasets and data warehouse structures Reporting Automation & Process Improvement
• Identify opportunities to automate manual reporting activities.
• Assist with optimization of existing reports and reporting workflows.
• Support efforts to improve reporting efficiency, speed, and usability.
• Help eliminate redundant reports and streamline information delivery processes.
• Participate in reporting enhancement and data management projects Stakeholder Support & Training
• Work closely with managers and business partners to understand reporting requirements.
• Respond to data and reporting inquiries in a timely and professional manner.
• Assist in educating end users on reporting tools, data sources, and analytical capabilities.
• Build positive working relationships across departments.
• Communicate findings and recommendations clearly and effectively The Expertise You Bring · Analytics & Problem Solving · Data Management · Business Intelligence & Reporting, visualization tools such as PowerBI, Tableau, Business Objects · Advanced Microsoft Excel and PowerPoint · Communication & Professional Skills Experience, Education · University Degree in Computer Science, Finance. Mathematics, Statistics, Economics, related analytical discipline or equivalent experience · 2+ years of experience in Data Analytics, Reporting, Business Intelligence, Finance Analytics or a related field · Experience working with data, spreadsheets, reports, or dashboards. · Exposure to SQL, BI tools, or reporting systems is considered an asset. · Experience analyzing data and communicating findings through reports or presentations is preferred Nice to Have · Financial services experience considered an asset · Basic understanding of financial reporting and performance analysis · Familiarity with data warehouse concepts · CPA, or other analytical or business designations considered an asset We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions. Total Rewards That Reflect Your Impact We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow. For this role, your total rewards include:
• Base Salary and Discretionary Performance Bonus : Total annual cash compensation ( base salary plus target bonus ) ranges from $90,000 to $ 113,000 , based on your experience and qualifications.
• RRSP Contribution : After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required. We’re pro